Sales Officer

Job Title: Sales Officer – Home Loan

Location & Openings:

Tanjore – 5 Openings

Srirangam – 5 Openings

Trichy - 10 Openings

Interview & Reporting Venue (for all above locations):

HDFC Sales Pvt. Ltd.

HDFC sales pvt ltd, Sanjay Arcade, shopNo :SH6, 1st floor, No.1. Indian Bank colony,Sincometer road, Trichy -620021

About the Role

The Sales Officer – Home Loan will be responsible for acquiring new home loan customers through field visits, managing relationships with local builders, channel partners, and customers, and ensuring smooth loan processing. This is a field-based sales role ideal for individuals passionate about financial services and customer engagement.

Candidate Eligibility

Minimum 6 months to 1 year of experience in sales (any field) preferred.

Candidates with home loan / mortgage / housing finance experience will be prioritized.

Freshers interested in starting a sales career in the financial domain may also apply.

Basic understanding of financial products, customer handling, and documentation.

Must be willing to travel locally within assigned geography.

Salary

₹13,000 – ₹20,000 per month (based on experience & current CTC)

Attractive performance-based incentives

Key Responsibilities

1. Lead Generation & Business Development

Conduct lane-to-lane / area mapping to identify new customer prospects.

Generate leads from builders, agents, customer references, and open market activities.

Share daily updates with the reporting manager on new leads and progress status.

2. Relationship Management

Maintain relationships with existing and new channel partners (builders, DSAs, agents).

Engage with customers to understand housing finance needs and recommend suitable products.

Deliver a seamless and positive customer experience throughout the sales process.

3. Sales Execution & Documentation

Assist customers in completing application forms and collecting required documentation.

Ensure accurate data entry and maintain timely submission of all loan files.

Follow up with internal teams (credit, ops, disbursement) for timely loan approval and disbursal.

4. Reporting & Compliance

Maintain daily activity logs and sales trackers as per prescribed formats.

Participate in daily team meetings / huddles and share progress updates.

Ensure compliance with all sales policies, documentation standards, and ethical guidelines.

5. Channel Partner Development

Identify potential channel partners and onboard them to expand lead sources.

Provide training and updates to partners regarding product offerings and incentives.

Key Skills & Competencies

Excellent communication and negotiation skills.

Confident and motivated with a target-driven attitude.

Basic understanding of home loan documentation and KYC norms.

Local language proficiency is mandatory; English or Hindi will be an added advantage.

Ability to work independently in the field and manage multiple client interactions daily.

Performance Metrics

Achievement of monthly loan disbursement targets.

Quality of leads and conversion ratio.

Customer satisfaction and retention levels.

Expansion of channel partner network.

Growth Opportunities

Clear career progression path to Senior Sales Officer / Relationship Manager roles.

Exposure to the banking and financial services industry.

Opportunity to work with one of India’s leading home loan distribution companies.

Interview Venue (for all openings):

HDFC Sales Pvt. Ltd.

HDFC sales pvt ltd, Sanjay Arcade, shopNo :SH6, 1st floor, No.1. Indian Bank colony,Sincometer road, Trichy -620021

Interview Timings: 10:00 AM – 5:00 PM

Working Days: Monday to Saturday

Skills & Requirements

Required Skills

Strong interpersonal and communication skills (local language fluency preferred)

Self-motivated, target-driven, and comfortable with field-based sales.

Good negotiation and relationship management abilities.

Preferred Skills

Basic understanding of financial documentation and KYC processes.××

Experience

1 - 2 years

Education

Graduation (10 + 2 + 3)

Age Range

19 - 34 years

Languages Required

Tamil, English

Job Type: Full-time

Pay: Up to ₹20,000.00 per month

Work Location: In person